Event-Driven Stocks

Essential Utilities, Inc.

WTRGNYSE

Utilities · Water Supply · PA · SEC filings ↗ · Compare ⊕

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Signs● 4 gooddetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$2.47B$2.09B$2.05B$2.29B$1.88B$1.46B
Operating income$921.0M$757.7M$692.1M$661.2M$602.7M$434.7M
Net income$616.4M$595.3M$498.2M$465.2M$431.6M$284.8M
Total assets$19.46B$18.03B$16.84B$15.72B$14.66B$13.71B
Total liabilities——————
Equity$6.86B$6.20B$5.90B$5.38B$5.18B$4.68B
EPS (diluted)$2.20$2.17$1.86$1.77$1.67$1.12
Shares out.274.9M273.3M264.1M252.9M245.4M222.8M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
37.2%
Net margin
24.9%
Return on equity
9.0%
Return on assets
3.2%
Return on capital (ROCE)
4.9%
Liabilities / assets
—
Debt / equity
—
Book value / share
$24.94
Revenue growth (YoY)
18.6%
Net income growth (YoY)
3.5%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
−2.0%clean
Piotroski F-Score
6/8mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
83
/ 100
Profitability 100Growth 100Catalyst 67Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 4 good
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20264.0M2.2-9.3%
Apr 30, 20264.5M1.6+4.6%
Apr 15, 20264.3M2.1-15.9%
Mar 31, 20265.1M2.8-6.3%
Mar 13, 20265.4M2.5-31.0%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)

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